Purchases and Sales Made in Q2 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q2 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 01, 2023 Q2 2023
Baldwin Investment Management, LLC

BUY
 -
1.81K
+ 10.45%
$559K - $617K
19.1K $9.02M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
1.8K
+ 24.79%
$557K - $614K
9.07K $4.28M
Dec 02, 2024 Q2 2023
Conway Capital Management, Inc.

Burbank, CA
BUY
 -
1.8K
+ 34.19%
$556K - $614K
7.07K $3.33M
Jul 10, 2023 Q2 2023
Thomasville National Bank

BUY
 -
1.8K
+ 1.51%
$556K - $613K
121K $56.9M
Jan 17, 2024 Q2 2023
Dixon Mitchell Investment Counsel Inc.

Vancouver, A1
BUY
 -
1.74K
+ 0.66%
$539K - $595K
267K $126M
Jul 20, 2023 Q2 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
1.73K
New
$536K - $591K
1.73K $818K
Aug 14, 2023 Q2 2023
Silicon Valley Capital Partners

BUY
 -
1.73K
+ 12.59%
$536K - $591K
15.5K $7.31M
Jul 12, 2023 Q2 2023
Asset Planning Corporation

BUY
 -
1.73K
+ 10.31%
$534K - $589K
18.5K $8.71M
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
1.72K
+ 124.31%
$531K - $586K
3.1K $1.46M
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
1.72K
+ 6.09%
$530K - $585K
29.9K $14.1M
Aug 02, 2023 Q2 2023
Yousif Capital Management, LLC

BUY
 -
1.7K
+ 0.61%
$526K - $580K
283K $133M
Aug 14, 2023 Q2 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
1.7K
New
$524K - $578K
1.7K $800K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.69K
+ 7.97%
$524K - $578K
22.9K $10.8M
Jul 13, 2023 Q2 2023
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
1.69K
New
$523K - $577K
1.69K $798K
Jul 27, 2023 Q2 2023
Core Alternative Capital

BUY
 -
1.67K
+ 12.86%
$517K - $570K
14.7K $6.92M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.66K
+ 39.64%
$512K - $565K
5.84K $2.75M
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
1.64K
New
$507K - $559K
1.64K $773K
Aug 07, 2023 Q2 2023
Palisade Asset Management, LLC

BUY
 -
1.64K
+ 69.26%
$506K - $559K
4K $1.89M
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
1.64K
New
$505K - $558K
1.64K $771K
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
1.63K
+ 18.06%
$503K - $555K
10.6K $5.02M
Aug 14, 2023 Q2 2023
Eagle Capital Management LLC

New York, NY
BUY
 -
1.62K
+ 2.86%
$502K - $553K
58.4K $27.5M
Jul 18, 2023 Q2 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
1.62K
New
$501K - $553K
1.62K $765K
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
1.61K
New
$498K - $550K
1.61K $760K
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
1.61K
+ 23.22%
$497K - $548K
8.53K $4.02M
Jul 13, 2023 Q2 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
1.6K
+ 59.99%
$495K - $547K
4.28K $2.02M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
1.6K
+ 7.03%
$495K - $546K
24.4K $11.5M
Jul 10, 2023 Q2 2023
Buttonwood Financial Advisors Inc.

BUY
 -
1.6K
+ 7.84%
$495K - $546K
22K $10.4M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
1.6K
+ 6.66%
$495K - $546K
25.6K $12.1M
Aug 02, 2023 Q2 2023
Mezzasalma Advisors, LLC

BUY
 -
1.6K
+ 7.78%
$494K - $545K
22.1K $10.4M
Aug 09, 2023 Q2 2023
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
1.58K
+ 1.03%
$490K - $540K
155K $73.2M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.57K
+ 3.34%
$486K - $536K
48.6K $22.9M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.55K
New
$479K - $529K
1.55K $732K
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
1.55K
New
$478K - $528K
1.55K $730K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
1.55K
+ 5.08%
$478K - $527K
31.9K $15.1M
Aug 14, 2023 Q2 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
1.54K
+ 36.56%
$476K - $525K
5.76K $2.72M
Aug 11, 2023 Q2 2023
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
1.54K
+ 81.23%
$475K - $524K
3.43K $1.62M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
1.54K
+ 0.64%
$474K - $523K
241K $114M
Jul 21, 2023 Q2 2023
Lee Johnson Capital Management, LLC

BUY
 -
1.53K
+ 9.89%
$473K - $521K
17K $8.02M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
1.53K
+ 12.29%
$472K - $521K
14K $6.59M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
1.52K
+ 39.89%
$469K - $518K
5.32K $2.51M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
1.51K
+ 183.84%
$468K - $516K
2.34K $1.1M
Aug 14, 2023 Q2 2023
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
1.51K
+ 15.59%
$467K - $516K
11.2K $5.29M
Jul 26, 2023 Q2 2023
Mountain Pacific Investment Advisers Inc

BUY
 -
1.5K
+ 61.05%
$464K - $512K
3.96K $1.87M
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
1.5K
+ 1.35%
$463K - $511K
113K $53.3M
Jul 24, 2023 Q2 2023
Augustine Asset Management Inc

BUY
 -
1.48K
+ 125.57%
$458K - $506K
2.66K $1.26M
Aug 14, 2023 Q2 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
BUY
 -
1.48K
+ 10.81%
$456K - $503K
15.1K $7.14M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
1.47K
+ 46.25%
$456K - $503K
4.66K $2.2M
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
1.46K
+ 26.26%
$452K - $498K
7.02K $3.31M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.46K
+ 10.74%
$451K - $497K
15K $7.09M

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